ECPI and Fund Deductions
How a claim for ECPI affects other SMSF deductions
A Live Instructor Led Webinar
Whilst we’ve previously presented on how an SMSF can calculate and claim ECPI, how does ECPI affect an SMSF’s other deductions? Do the deductions require apportioning? Does the method used to claim ECPI, segregated or proportionate or both, affect the amount of the deduction? In this session we will conduct a review of the tax rules for an SMSF claiming income tax deductions where the fund also has ECPI. We will also consider an SMSF with ECPI and brought forward losses and how ECPI may affect those losses. The session will include examples and case studies.
Register Me
AU $176
Per individual
Register Team*
Login to register a team
AU $440
Up to 10 participants
Dates & Details
Tuesday, 29 October 2024
Time
2:00pm - 3:00pm AEDT
1:30pm SA
1:00pm QLD
12:30pm NT
11:00am WA
SMSF Association accredited for 1 CPD hour
- 0.5 Regulatory compliance and consumer protection
- 0.5 Tax (financial) advice
This webinar is presented by our partners at Accurium.
*Office Registrations. Maximum 10 participants per firm (must have same email domain). The PD points for all attendees will be recognised and links will be provided to all attendees.
What we cover
Upon completion of this event, you will be able to:
What's included?
- 1 x 1 hour (est.) webinar
- Slides and 3 month access to Q&A embedded webinar recording
- Identify the common deductions available for an SMSF
- Determine how different deductions will be affected by the SMSFs claim for ECPI
- Calculate the impact of ECPI on a fund’s deductions and brought forward losses
Our presenter
Matthew Richardson
Matthew is the SMSF Manager at Accurium and has extensive knowledge in superannuation and self-managed superannuation funds. He is a qualified CPA and SMSF specialist adviser. He has worked at Accurium for over 10 years, providing actuarial certificates and technical assistance to Accurium’s large client base of accountants and SMSF practitioners.
Matthew is heavily involved in providing education through the Accurium Technical Hub. He regularly contributes technical articles, presents technical webinars and provides training for Accurium clients and staff.
Terms & Conditions
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